Broadcom Inc. $AVGO Position Decreased by ARS Wealth Advisors Group LLC

ARS Wealth Advisors Group LLC decreased its position in Broadcom Inc. (NASDAQ:AVGO) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 145,880 shares of the semiconductor manufacturer’s stock after selling 9,484 shares during the quarter. Broadcom accounts for about 4.6% of ARS Wealth Advisors Group LLC’s holdings, making the stock its 3rd biggest holding. ARS Wealth Advisors Group LLC’s holdings in Broadcom were worth $50,489,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Pensionfund Sabic acquired a new position in Broadcom during the 4th quarter worth approximately $8,514,000. McNaughton Wealth Management LLC grew its stake in shares of Broadcom by 6.9% during the fourth quarter. McNaughton Wealth Management LLC now owns 4,069 shares of the semiconductor manufacturer’s stock worth $1,408,000 after purchasing an additional 264 shares in the last quarter. Amplius Wealth Advisors LLC increased its holdings in Broadcom by 6.5% in the fourth quarter. Amplius Wealth Advisors LLC now owns 7,504 shares of the semiconductor manufacturer’s stock valued at $2,597,000 after buying an additional 457 shares during the last quarter. Tlwm purchased a new position in Broadcom in the fourth quarter valued at $264,000. Finally, Lanham O Dell & Company Inc. raised its stake in Broadcom by 8.3% in the fourth quarter. Lanham O Dell & Company Inc. now owns 729 shares of the semiconductor manufacturer’s stock valued at $252,000 after buying an additional 56 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom Trading Down 2.8%

Shares of AVGO stock opened at $300.68 on Friday. The company has a market capitalization of $1.42 trillion, a P/E ratio of 58.73, a price-to-earnings-growth ratio of 0.66 and a beta of 1.22. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. The business’s 50 day moving average is $327.00 and its two-hundred day moving average is $344.86. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the prior year, the business earned $1.60 earnings per share. The company’s quarterly revenue was up 29.5% compared to the same quarter last year. Equities analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be given a dividend of $0.65 per share. The ex-dividend date is Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a yield of 0.9%. Broadcom’s dividend payout ratio is presently 50.78%.

Insider Buying and Selling

In related news, CEO Hock E. Tan sold 70,000 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the completion of the transaction, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This represents a 34.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Charlie B. Kawwas sold 39,116 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the sale, the insider owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 403,049 shares of company stock worth $133,459,315. 1.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. JPMorgan Chase & Co. lifted their price target on Broadcom from $475.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday, March 5th. TD Cowen reissued a “buy” rating on shares of Broadcom in a research report on Friday, December 12th. Truist Financial boosted their target price on Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Wall Street Zen raised Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Finally, Piper Sandler reissued an “overweight” rating and set a $430.00 price objective (up from $375.00) on shares of Broadcom in a report on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: OpenAI partnership: Broadcom struck a multiyear deal to co-develop custom AI accelerators, positioning AVGO as a strategic supplier for OpenAI and signaling material addressable revenue from bespoke AI silicon and related infrastructure. OpenAI Just Became Broadcom’s Newest Chip Customer
• Positive Sentiment: Analyst upgrades: Erste Group sharply raised estimates (FY2026 to ~$9.80 EPS and FY2027 to ~$16.55 EPS), implying much stronger earnings power than consensus and supporting a higher valuation if AI wins scale as expected.
• Positive Sentiment: Thesis reinforcement from market commentary: Multiple bullish write-ups highlight Broadcom’s expanding role across custom AI silicon, networking and software for hyperscalers — a structural growth story that investors view as durable despite recent volatility. Broadcom (AVGO) Powers the AI Boom — Bullish despite the Pullback
• Neutral Sentiment: Price-target / multi‑year outlook pieces: Analysts and retail sites are publishing 3‑year AVGO price predictions and scenario analyses reflecting both upside from AI exposure and risk from lofty multiples. Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years?
• Neutral Sentiment: Buy-the-dip narratives: Several outlets argue the ~24% pullback is a buying opportunity tied to the OpenAI deal and secular AI demand, but these are thesis-driven and hinge on execution. Is the 24% Dip a Golden Buying Opportunity?
• Neutral Sentiment: Macro/sector context: Coverage noting that tech earnings have grown but some ETFs (and segments) lag share-price recovery, which can keep trading volatile for large-cap semiconductors like AVGO. As Tech Earnings Grow, This ETF Still Hasn’t Caught Up (AVGO)
• Negative Sentiment: Insider selling: Reports of insiders selling shares have raised near‑term sentiment concerns and may amplify downside during a broader pullback, even if strategic fundamentals remain intact. Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

About Broadcom

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.